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▷ ▶ Annual Fund SelectSmart.com free Business flowcharts and decision trees.
A SelectSmart.com Flowchart by brianarochelle. See brianarochelle's 4me blog page.
Viewed 526 times. Created August 2013.
This SelectSmart.com Business flowchart, a free online decision tool is a creation of brianarochelle and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. SelectSmart.com does not necessarily agree.
BusinessAnnual Fund
By brianarochelle
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advancement flow chart

             
Annual Fund Solicitation mailings go out from the school - each letter has a handwritten note card from the assigned solicitor, information on giving, and a giving envelope
Donor returns the giving envelope with a generous gift or pledge inside
The Advancement office sends a thank you note and the solicitor calls the thank the donor
 
 









A few weeks go by, and the donor hasn't sent a gift in. The solicitor calls or emails the donor to follow up and ask for a gift.
The Donor says that he/she will make a gift later or has questions that he or she would like answered
The solicitor asks the Advancement Office to follow up with the donor
 
 









 
The solicitor answers what ever questions he/she is able and makes a date to follow up with the donor